Company Update User`s Manual
Contents
1. User Listing aC E Search iiia Comet Fasea String casas sewct contactPercof Username ait m POGLAS ABINSDMEYER33 YAHOO COM 9545731323 bob rabold MyFloridacfo com a Edit Oo oo Barry Madd myself com Barry Madd myself com Oo Edit E ca kai ECONOMYINSURANCE YAHOO COM 3526880109 bob rabold MyFloridacfo com o Edi Georgann Edit E McGhee Georgann McGhee citizensfla com Georgann McGhee citizensfla com O Edit 0 me Laura Miller citizensfla com Laura Miller citizensfla com a Edit E nel MKARYO KARYOLAW COM 5613680111 bob rabold MyFloridacfo com oO i VICTOR Edit D HOFFMAN STORMCHASERVIC YAHOO COM 3015146284 bob rabold MyFloridacfo com o 123456 Web Site List i es a ee ee oO Company Update System https appstfidfs com companyupdate login aspx Oo Complaint Verification System Verify https appstfidfs com Verify login aspx Oo Complany Complaint Response System https appstfidfs com CCRS login aspx o Disaster Response System eStorm https appstfidfs com estorm login aspx Oo Home Page Test www myfloridacfo2 com D Sinkhole Database https appstfidfs com sinkhole login aspx D Test www myfloridacfo com o Updated Test Site www updatedtestsite net We Jsers _ Remove Selected Users nt of Financial Services Copyright 2009 Division of Consumer Services Figure 9 11 Editing a User To edit a user click the Edit link on t2. Username defaults to the entered email address and the password defaults to User s welcome Manual Frequently Asked Contact Email Questions Person Address1 Address2 Fax City State Zip Code Add Existing Contact L Name a Address OOOO OOOO O Company Update https appst fldfs com companyupdate login aspx System Complaint Varifinatinn Figure 11 A red asterisk identifies those fields that are mandatory If you do not know an item of mandatory information enter something like to substitute for the item The program does not validate the data entered it only checks to see 13 if there is something entered in the mandatory field You are responsible for entering the correct information You may also select the web sites that you want this person to access by checking the checkbox next to the appropriate sites After you have made all the changes you wanted to make click the Save button to submit the changes Pressing the Cancel button will cancel the edit and return you to the User List page No data will be saved You may add an existing contact to the user list by pressing the Add Existing Contact button indicated with a yellow rectangle in Figure 11 The screen will be expanded to include a list of existing contacts as shown in Figure 12 Search for the one you wish to use and then press the Pick link button for that row and the data for that contact will be ente
3. in Once all four items are entered you may press the Enter key or click the Submit button to log in 1 ii iii Save Username Checkbox Checking this checkbox will store your username and Florida company code so you need only type the password to log in Figure 1 Reset Button This button removes anything typed in the Password textbox Figure 1 Forgot Password Clicking this button will take you to a new page where you can request your password be sent to you The program will send the password to the email address for the User Name entered on this page See Forgot Password Page for further information b Forgot Password Home Manage Contacts Questions CCRS Help Log Off Navigation Tools rs JEFF ATWATER CHIEF FINANCIAL OFFICER FLORIDA DEPARTMENT OF FINANCIAL SERVICES Help Division of Consumer Services e Company Data Update Denotes required information User Name FL Company NAIC Company Pressing the Forgot Password button below will send an email with the password to the user associated with the User Name listed above You may call Nick Brown at 850 413 5842 Nick Brown MyFloridaCFO com for immediate assistance Forgot Password Cancel Department of Financial Services Copyright 2009 Division of Consumer Services Figure 2 Forgot Password page access When the page loads the User Name and Florida Company Code will be entered for you if you entered
4. the login credentials for the user so be sure to notify the user if you modify this information You may select one or more web sites for this user depending on what you wish them to access Checking the appropriate checkbox and then pressing the Update button will provide access to those persons when using the links located at https apps fldfs com CCRS Login aspx Logging in to this site allows you go between sites with only a single login A red asterisk identifies those fields that are mandatory If you do not know an item of mandatory information enter something like to substitute for the item The program does not validate the data entered it only checks to see if there is something entered in the mandatory field You are responsible for 12 entering the correct information Pressing the Update button will save the changes made and return you to the User List page Pressing the Cancel button will cancel the edit and return you to the User List page No data will be saved b Add New User To add a new user press the Add User button on the User List page Figure 9 The screen in Figure 11 will be displayed Enter the new user s information in the section below the red oval Home Manage Contacts Manage Users Help jets Division of Consumer Services ools Home Company Data Update Manage CITIZENS PROPERTY INSURANCE CORPORATION Contacts p Users Replace Denotes Required Field Liaison Note
5. TOPHER Agent LARGO kidpar ick BARRIOS LELIA Agent NORTH MIAMI aculilly Help ick LIND GARY aren NAVARRE Srima Log Off ontact f KENNETH amp SUNNY ISLES ick BRAESEKE MARYANN Agent BEACH Pick HANNON MARY Agent JACKSONVILLE Pick RODRIGUEZ IRMA Agent MARGATE 12345678910 New Consumer Complaints Liaison First Name Contact Complaint Contact Type Last Name Email Address1 Phone Address2 SS oc city nn State Zip OC S _ Save Cancel Department of Financial Services Copyright 2009 Division of Consumer Services Figure 5 Search by Last Name for the contact you wish to make the Liaison and press the Pick button next to the name in the grid The contact s address will display below the blue New Consumer Complaint Liaison bar Pressing the Save button replaces the existing Liaison with the one selected If the new Liaison s address needs to be changed see instructions Figure 4 There may be a delay getting this to update so if your change is not immediately visible then please be patient and the update will be made d Button Descriptions Figure 3 continued i Submit Changes button This button will save any changes made to either the company information or the DFS Consumer Complaints Liaison s SOC s information V Company Contacts List Page After pressing the Manage Contact link in the Navigation Tools the Contacts List page shown in Figure 6 displays the contact
6. a JEFF ATWATER CHIEF FINANCIAL OFFICER FLORIDA DEPARTMENT OF FINANCIAL SERVICES Company Update User s Manual Instructions for using the Company Update System httos apps fldfs com companycontact login aspx Created November 2008 Revised December 2014 Il HI IV VI VII Table of Contents Introduction Error Reporting Login Screen a Normal Login i Save Username Checkbox li Reset Button iii Forgot Password b Forgot Password i Forgot Password page access ii Forgot Password Button iii Cancel Button Company Update Home Page a Navigation Tools i Home ii Manage Contacts iii Manage Users iv Replace Liaison v User s Manual vi Frequently Asked Questions vii CCRS viii Log Off ix Help b Consumer Contact Information Section i Customer Service Number field ii Claims Number iii Catastrophe Number iv Additional Info c Company Data Update i Preferred Method of Contact ii DFS Consumer Complaints Liaison SOC Information d Button Descriptions Figure 3 continued i Submit Changes Button Company Contacts List Page i Edit Button Contacts Grid ii Add Contact Manage Users List Page i Editing a User ii Add New User Help MAnnrnranananrb ARAR ARAA BR W W OW ADANA Company Update User s Manual I Introduction The Company Update web site has been designed to give you the insurance company the ability to assign your personnel to functions the Department uses to ma
7. ast part of the name in the Search String box The search is not case sensitive and wild cards are automatically entered for you Thus searches for adam for instance will return ADAMS ADAMSON MCADAMS etc i Edit Button Contacts grid The Edit button opens another page with more detailed information concerning the selected contact as shown in Figure 7 below Changing any of the information and pressing the Update button will update the database for this contact Pressing Cancel will cancel any changes JEFF ATW f FLORIDA DEPA w u RTM ENT OF FINANCIAL SERVICES Home Manage Contacts Manage Users Help Division of Consumer Services ools Home h Company Data Update Manage CITIZENS PROPERTY INSURANCE CORPORATION Edit Contact Information Denotes Required Field First Name Jami Contact Service Office Contact v Type Missa Ruppert Email jami ruppert myfloridacfo Questions Address1 123 MAIN STREET Phone 850 413 1550 CCRS Fax Help Address2 Number 850 413 1550 Logon City TALLAHASSEE Preferred Method State FL 7 Email Zip 32303 _Cancel Department of Financial Services Copyright 2009 Division of Consumer Services Figure 7 ii Add Contact The Add Contact button is displayed in Figure 6 The Add Contact option allows you to add contacts that are not already listed When pressed th
8. e screen in Figure 8 below is displayed Pressing Save when all required data has been entered will save the data and pressing Cancel will cancel the addition of the new record There will be a delay of several minutes before the contact is actually added and visible on the web site If you need to add the person as the Liaison or as a User then you will have to wait or come back later Unfortunately due to technical reasons this is unavoidable ICTA AINU IAL RTMENT OF FINANCIAL SERVICES A Home Manage Contacts Manage Users Help AERE Division of Consumer Services oois Home Company Data Update Manage CITIZENS PROPERTY INSURANCE CORPORATION Contacts Users z Denotes Required Field Replace Liaison First Name Contact Agent User s Type Manual Last Name Email Address1 Phone uestior Fax Questions Address2 CCRS Number Help City Log Off State Zipcode a Department of Financial Services Copyright 2009 Division of Consumer Services Figure 8 10 VI Manage Users List Page This page is used to add people who will have access to the Department of Financial Services web sites When first accessed the screen below appears On this screen you can add edit and remove users Each of these functions will be explained in more detail Home Manage Contacts Manage Users Help Division of Consumer Services Company Data Update CITIZENS PROPERTY INSURANCE CORPORATION
9. elp gei Nick Brown 850 413 5842 Questions Jami Ruppert 850 413 5699 CCRS Help Log Off Figure 14 16
10. ent Figure 3 Frequently Asked Questions Opens a help document of commonly asked questions Figure 3 CCRS Takes you to the Company Complaint Response System to manage company complaints Log off Logs you off this site and returns you to the Login page Help Takes you to the Contact Us screen Figure 14 b Consumer Contact Information Section This section the middle of the page in Figure 3 is used to maintain your important consumer contact phone numbers They are used by our staff to provide the most accurate and specific contact phone numbers to consumers that contact the Department A brief explanation follows 1 ii iii iv Customer Service Number field Your main consumer contact phone number Claims Number The number consumers call to report or check the status of a claim Catastrophe Number This number is used in the event of a disaster or other major event such as a hurricane company error that effects many policies or any other event the company deems necessary Additional Info Use this field to include special instructions persons to contact directly or any other particular information needed related to the corresponding phone number f AEI Fl tfe a Tools Home Manage Contacts Manage Users Replace Liaison User s Manual Frequently Asked Questions C JEFF ATWATER CHIEF FINANCIAL OFFICER FLORIDA DEPARTMENT OF FINANCIAL SERVICES H
11. faces with your company The Department s preferred method is Email Selecting this method means that the Department will send all communications with some exceptions using the method selected DFS Consumer Complaints Liaison SOC Information This person is the single point recipient for communications between the Department and your company When the page is initially displayed only the information shown in Figure 3 is visible Enter any updates needed to the SOC s information and click the Save SOC Changes button shown in Figure 4 Click the 6 Replace Liaison button in the Navigation Tools to change the SOC The first screen to replace a liaison is displayed in Figure 5 Home Manage Contacts Manage Users Help Division of Consumer Services Company Data Update CITIZENS PROPERTY INSURANCE CORPORATION Name ROBERT RABOLD Email Address bob rabold fldfs com Phone 850 413 5928 Fax 850 123 4567 Address 201 E GAINES STREET RM 525 15 City TALLAHASSEE State FL Questions Zipcode 30301 CCRS o Cancel Help Log Off Department of Financial Services Copyright 2009 Division of Consumer Services Figure 4 contacts Manage Users Replace Liaison Pern Last Name X pe Search User s L J iastname Firstname ContactRoe aw J Manual Pick HUFF MARK Secondary BRANDON markh Frequently E a S LL Asked Pick SPINA CHRIS
12. ge Contacts Manage Users Help ce Division of Consumer Services oois Company Data Update Home Manage CITIZENS PROPERTY INSURANCE CORPORATION Contacts rr Name CITIZENS PROPERTY INSURANCE CORPC FL Code 99042 sers I si ae a a 411 2121 Additional Testing jir Claims Number 866 411 2555 oe Catastrophe Number 866 411 3333 Testing Questions j j CCRS DFS Consumer Complaints Liaison Information Help a Ed ey as ee ee Log Off Edit RABOLD ROBERT oe Email bob rabold fidfs com Edit F RUPPERT JAMI Email coachtraining myfloridacfo com Edit Ruppert Jami ee Email jami ruppert myfloridacfo com Set Primary Liaison Department of Financial Services Copyright 2009 Division of Consumer Services Figure 13 15 VI Help Pressing the Help link in the red oval displays the page in Figure 14 The names and numbers displayed are those that can assist you with any problems with the web site Pressing the User s Manual link the red rectangle in the Navigation Tools should display this User Manual Home Manage Contacts Manage Users Help PRERE Division of Consumer Services ools Home Company Data Update Manage CITIZENS PROPERTY INSURANCE CORPORATION Contacts Manage Users Replace ma If you are having difficulties or need some assistance sers Manual please contact one of the people listed below Need H
13. he User List page grid Figure 9 for the user you wish to edit The screen below Figure 10 appears with the user s information displayed All fields are editable Home Manage Contacts Manage Users Help fees Division of Consumer Services oois Home Manage Contacts Manage Users Replace Liaison User s Manual Questions CCRS Help Log Off Company Data Update CITIZENS PROPERTY INSURANCE CORPORATION User Information Denotes Required Field Username Password STORMCHASERVIC YAHOO COM welcome m m Contact VICTOR HOFFMAN Email bob rabold MyFloridacfo com Person Addressl 198 ANTIOCH LANE O Phone 301 514 6284 Address2 j Fax 850 555 1212 City FALLING WATERS Active F wv Zip State 25419 Web Site List EEE es es ee Company Update System _https appst fildfs com companyupdate login aspx Complaint Verification System Verify Complany Complaint Response System _ Disaster Response System E https appst fldfs com verify login aspx S https appst fldfs com CCRS login aspx S https appst fldfs com estorm login aspx eStorm a Home Page Test www myfloridacfo2 com Sinkhole Database https appst fldfs com sinkhole login aspx Figure 10 You may edit all items including the Active checkbox which may be unchecked to deactivate a user if he or she leaves your employ Changing the username or password alters
14. list for your company Only those contacts with specific Roles that the Department uses for handling certain types of records or for managing the status of records are displayed FLORIDA DEPARTMENT OF FINANCIAL SERVICES Navigation f Tools Home Manage Contacts Manage Users Replace Liaison User s Manual Frequently Asked Questions ICCRS Log Off Help Home Manage Contacts Manage Users Help CFO Home Division of Consumer Services Company Data Update CITIZENS PROPERTY INSURANCE CORPORATION Contact Listing Search Criteria Last Name Search String Edit ABAD lODALYS Agent 205 386 7000 ODALYSABI YAHOO COM Edit ABBONDANZIO ANTONIO Agent 861 471 0513 ANTHONY ALLCOUNTYINSURANCE NET Edit ABBONDANZIO ANTONIO Agent B abc bob com Edit ABBONDANZIO GIOVANNI Agent 581 471 0513 GIOVANNI ALLCOUNTYINSURANCE COM Edit ABBONDANZIO GIOVANNI Agent Edit ABBOTT CARON Agent 407 261 2340 CARON FORTRESS PARTNERS COM Edit t ABBOTT KIMBERLY Agent 407 740 6860 KIMMID333 AOL COM i Department of Financial Services Copyright 12345678910 Figure 6 2009 Division of Consumer Services The page has a grid with the contacts listed Contacts grid The information shown in the grid should be self explanatory except for the Edit column which will be explained below You may search for a specific person in the grid by selecting Last Name as the Search Criteria and at le
15. nage Disaster Response Complaint Verification and your liaison with the department also known as the SOC or Service Office Contact Here you can add remove or modify information for those people performing these functions for your company without contacting the Department You can also change your company s customer service claims and catastrophic numbers II Error reporting If you have any questions concerning the operation of the web site that are not answered within this help file please navigate to the Help page on the website for the name of the person to contact III Login Screen JEFF ATWATER CHIEF FINANCIAL OFFICER FLORIDA DEPARTMENT OF FINANCIAL SERVICES Mar Help Division of Consumer Services Company Data Update Mancar User Name Liaison Password User s Florida Company Manual Code Frequently NAIC Company Asked Code Questions E Save Username Submit Reset Forgot Password By entering your username and password you agree the information you are about to access is to be held in confidence and will only be used for the purpose of updating your company data Department of Financial Services Copyright 2009 Division of Consumer Services Figure 1 a Normal Login When the website appears for the first time none of the text boxes displayed in Figure 1 will be completed for you You must enter the User Name Password Florida Company Code and the NAIC Code to log
16. ome Manage Contacts Manage Users Help Division of Consumer Services Company Data Update CITIZENS PROPERTY INSURANCE CORPORATION Name cmzENS PROPERTY INSURANCE CORPC FL Code 99042 Customer Service Additional Number 866 411 2121 4 Info Testing jir Claims Number 866 411 2555 hag Catastrophe Number 866 411 3333 gage Testing DFS Consumer Complaints Liaison Information E RaBoLD ROBERT Semice Office Email bob rabold fidfs com Contact 7 RUPPERT JAMI Service Office Email coachtraining myfloridacfo com Contact 7 Service Office a 5 m f E Ruppert Jami Email jami ruppet my oridacfo com Contact Set Primary Liaison Department of Financial Services Copyright 2009 Division of Consumer Services Figure 3 Company Data Update The following information is displayed Company Name Florida Company code Address Address2 City State Zip Code 800 Phone Number Fax Phone Number Email Address and your Preferred Contact Method All fields except for Company Name and Florida Company Code are editable Any changes made can be saved by pressing the Submit Changes button NOTE Making changes here may not be permanent because the Department s company data is refreshed from another database Permanent company address changes should be reported to the NAIC for updates to post to our system 1 Preferred Contact Method The Preferred Contact Method determines how the Department inter
17. red for you and the list will disappear Home Manage Contacts Manage Users Help fora Division of Consumer Services ools Home Company Data Update Manage CITIZENS PROPERTY INSURANCE CORPORATION Contacts Users Replace Search FE Criteria Last Name v Search String am Edit ABAD ODALYS Agent Sosy ODALYSABI YAHOO COM Questions a CCRS Edit ABBONDANZIO ANTONIO Agent 471 ANTHONY ALLCOUNTYINSURANCE NET Help 0513 Log On dit ABBONDANZIO ANTONIO Agent __abc bob com 561 dit ABBONDANZIO GIOVANNI Agent 471 GIOVANNI ALLCOUNTYINSURANCE COM 0513 P Edit ABBONDANZIO GIOVANNI Agent bb2bb com 407 Edit ABBOTT CARON _ Agent 261 CARON FORTRESS PARTNERS COM 2340 407 Edit ABBOTT KIMBERLY Agent 740 KIMMID333 AOL COM 6860 12345678910 i Department of Financial Services Copyright 2009 Division of Consumer Services Figure 12 14 Once the selection has been made and Save has been clicked the screen collapses Figure 13 to the original and the selected contacts data appears in the data entry boxes Select the web sites they will be allowed to access and press the Save button to save the changes Note that the username defaults to their email address and the password defaults to welcome without the quote marks of course Pressing cancel will cancel any changes and return you to the User List page Home Mana
18. the information on the Login Page Figure 2 Forgot Password Button ii When this button is pressed the system will send an email with the password to the email address recorded for the specified User Name and Florida Company Code Figure 2 Cancel Button The cancel button returns you to the Login Page Figure 2 IV Company Update Home Page When the page loads the data displayed in Figure 3 below is loaded for your company This data reflects what the Department currently has stored in its database The upper part of the screen displays your company s address and phone numbers Just below that is information about the person you have identified as the DFS Consumer Complaints Liaison SOC Finally a couple of buttons for performing additional tasks are displayed a Navigation Tools These link buttons Highlighted in Figure 3 are shortcuts to various functions in the program and will be explained later in this document A brief explanation follows i ii iii iv Vv Vi Vii viii ix Home Takes you to the page displayed in Figure 3 Manage Contacts Provides the ability to add contacts for eStorm Mediation and others Manage Users Provides the ability to add people who will then have access to the Department s web sites Replace Liaison Allows you to change the person who is the Department s single point of contact for your company SOC User s Manual Displays this docum
Download Pdf Manuals
Related Search